Welcome

- [Voiceover] Hi I'm Nate Makdad and welcome toCreating Interactive Dashboards in Excel.In this course we'll look at creating a templatethat can be used for dynamic chart displaysand customized filtering,to allow your stakeholders to get to the level of datathey need with only a few clicks.I'll start by showing you how to work with your databy applying some data management techniquesto improve our production time and data quality.Then, show you how to bring your data into Excelto start building your template with pivot tables.We'll also see how to add slicers, create macros,and add action buttons to bring our template to life,and make it an interactive experience.

We'll be discussing all these features,plus discussing visual design conceptsto build a robust and effective Excel dashboard.Now, let's get started withCreating Interactive Dashboards in Excel.

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Author

Released

7/2/2015

Learn how to explore and analyze your data by creating an interactive dashboard in Excel using pivot tables and a little Visual Basic. Using these lessons, you can create a dynamic template to generate reports for customers and to better understand your own data. Along the way, you'll learn how to import external data, design a template using pivot tables, and add slicers, macros, and action buttons to make the template more interactive. Author Nate Makdad also shares some basic principles of visual design to guide you in developing an easy-to-use and visually appealing report.

Topics include:

Defining your requirements

Setting up data

Adding reference tables

Creating hierarchy in the layout

Choosing color and typography

Importing data

Inserting slicers

Recording a macro

Editing VBA code

Improving the user experience

Skill Level Intermediate

2h 34m

Duration

393,073

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Q: Are the exercise files corrupt? When I try to open them, I get a message saying "The file is corrupt and cannot be opened."

A: Often .xlsm file (embedded macros) that are downloaded from the web
trigger security settings in Excel. Here is a Microsoft forum with information on
disabling these setting: